by Natalie Harris | Oct 6, 2025 | Careers
Apply Job Description As JULY’s Strategic Program Management Leader, you will take ownership of JULY’s most important initiatives, managing a portfolio of 10+ cross-functional projects that are central to our growth. You will work directly with the Chief Executive...
by Natalie Harris | Oct 6, 2025 | Advisor Webinars, Advisors
October 6, 2025 In a fast-changing financial services landscape, authenticity has become one of the most powerful tools an advisor can use to build trust and win new 401(k) clients. In this engaging and inspiring webinar, Sheri Fitts—renowned financial services...
by Natalie Harris | Sep 26, 2025 | Advisor Articles, Advisors
September 26, 2025 Today, artificial intelligence and digital platforms make financial knowledge more accessible than ever. Business owners can Google fiduciary rules, download benchmarking reports, or watch tutorials on plan design in seconds. But information alone...
by Natalie Harris | Sep 26, 2025 | Careers
Apply Job Description July Business Services (JULY) is seeking an individual for Internal Sales Specialist. In this role, you will enjoy the unique challenge of putting your retirement plan knowledge and sales skills to work alongside a team of other retirement plan...
by Natalie Harris | Aug 29, 2025 | Advisor Webinars, Advisors
August 29, 2025 Uncover the psychology behind client referrals in this on-demand session from JULY and Franklin Templeton. Designed for financial advisors, this webinar explores how behavioral science influences a client’s willingness to provide referrals—and how to...
